Institutional Ownership Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS). We have compiled data on the 3,519 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,007
shares
|
$121,454
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$120,610
1.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
991
shares
|
$119,524
0.04% of portfolio
|
Q3 2023
Reduced 25.54%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
984
shares
|
$118,680
0.01% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
983
shares
|
$118,559
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
970
shares
|
$116,991
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
963
shares
|
$116,147
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
961
shares
|
$115,906
0.05% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
940
shares
|
$113,373
0.02% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
889
shares
|
$107,222
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
872
shares
|
$105,171
0.03% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
853
shares
|
$102,880
0.04% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
852
shares
|
$102,759
0.02% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
842
shares
|
$101,553
0.04% of portfolio
|
Q1 2025
Reduced 71.48%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
839
shares
|
$101,191
0.02% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
838
shares
|
$101,071
0.05% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
832
shares
|
$100,347
0.05% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
819
shares
|
$98,779
0.03% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
815
shares
|
$98,297
0.05% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
809
shares
|
$97,573
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
804
shares
|
$96,970
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
800
shares
|
$96,488
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
800
shares
|
$96,488
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
800
shares
|
$96,488
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
792
shares
|
$95,523
0.1% of portfolio
|
Q4 2022
Reduced 11.21%
|